Simplex Trading
KBWP icon

Simplex Trading’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Simplex Trading’s Portfolio KBWP Stock Details KBWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-138
Closed -$16K – 9540
2025
Q2 		$16K Sell
138
-862
-86% -$104K ﹤0.01% 6958
2025
Q1 		$124K Buy
1,000
+752
+303% +$87.8K ﹤0.01% 4839
2024
Q4 		$28K Buy
+248
New +$29.4K ﹤0.01% 6419
2024
Q3 		– Sell
-100
Closed -$10K – 9031
2024
Q2 		$10K Buy
+100
New +$10.4K ﹤0.01% 7425

Other funds holding KBWP

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Simplex Trading's KBWP Position: Q3 2025 in Review

Simplex Trading sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q3 2025, closing a stake of 138 shares — an estimated $16K sold.

Simplex Trading first reported a position in KBWP in Q2 2024 and held it in 4 quarters. The position peaked at $124K in Q1 2025. 67 funds tracked by Wall St. Rank hold KBWP as of Q3 2025.

  • Simplex Trading reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q3 2025 after selling out during the quarter.
  • Simplex Trading sold 138 Invesco KBW Property & Casualty Insurance ETF shares in Q3 2025, an estimated $16K.
  • Simplex Trading first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q2 2024 and held it in 4 quarters.
  • Simplex Trading's Invesco KBW Property & Casualty Insurance ETF position peaked at $124K in Q1 2025.
  • 67 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q3 2025.

Based on Simplex Trading's 13F filing for Q3 2025, filed 12 Nov 2025.